UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
UBS On-Air: Paul Donovan Daily Audio 'Transitory'
US consumer price inflation was more or less as expected, but the details are worth looking at. The average month-on-month change of headline and core inflation was significantly lower in the third quarter than in the second quarter (a chart of month-on-month core consumer prices is a very good representation of what ?transitory? looks like).
Top of the Morning: Fixed Income Strategist - Heading toward the finish line
Our conversation examines what fixed income investors might expect to see over the course of Q4 and how they should think about positioning their portfolios accordingly, plus thoughts on rates, inflation and monetary policy. Featured is Leslie Falconio, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Inflation and trade'
Inflation will be a focus, with US September consumer price inflation due. Despite market angst, popular concern over inflation seems more moderate than in the past. This may reflect the specific nature of inflation - economists lose sleep fretting over forecasts for the price of a 2001 Honda Civic, but price changes for a lot of people?s basket of goods are more normal.
Washington Weekly Podcast: Funding and Spending updates, Fed nomination process
On this edition, we bring you up to speed as to where we stand on the government funding timeline and spending initiatives, plus a look at the Fed Chair nomination process. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy
Top of the Morning: Distributed ledgers and digital assets 101
Our conversation focuses on digital assets and the important considerations to be mindful of, namely the risk factors though also the scope of the opportunity set and how investors can make informed decisions when it comes to participation. Featured is Mike Gourd, Investment Associate Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
FOSG Insights Podcast: Macro and Market Insights with Jordi Visser of Weiss
Our conversation covers a variety of timely market and macro topics and offers insight into asset allocation, including considerations within the alternatives space. Featured are Jordi Visser, President and Chief Investment Officer, Weiss Multi Strategy Advisors, and Brian Formento, Senior Portfolio Strategist, UBS Family Office Solutions Group. Host: Daniel Cassidy